Managing Teams

Teams are an ideal way to make sure relevant information is going to specific groups of users

What's covered?

How do Teams work?

How to create a Team

How to assign users to a Team

How to enroll a Team in a course

How do Teams work?

Teams provide a way to segment your learners and ensure they receive their relevant training content. You may wish to set teams based on region (e.g. UK, Germany, France) or area of business (e.g. Warehouse, Customer Service, HQ).

How to create a Team

1. Ensure you've toggled for the Teams view

2. Click + Create a team at the top right of this tab

3. Enter your team name in the text box, then click Create team

How to assign users to a Team

For a new user:

1. Ensure you've toggled for the Teams view in the People tab
2. Click Add people to this team directly under the team name
3. OR click Add new users on the top right-hand side, enter the user's details and click Select teams. Here, you can choose one or multiple teams to add this user to

To amend an existing user's team:

1. Ensure you've toggled for the Users view in the People tab
2. Search for the user and select the Edit button
3. From the dropdown, select Add/remove from teams, select/deselect the relevant teams, then click Update

How to enroll a Team in a course

1. Head to the Learning tab and select the relevant course

2. Head to the Delivery tab

   1. If enrolling your first team, click Assign to teams

   2. If you’ve already got a team assigned, click the Assign/Unassign teams button

3. Select the team(s) you'd like to share access to this course with from the list, or Select all 

4. Click Update to save changes

5. To unenroll a team from a course, simply deselect the team(s) or Unselect all

6. Click Update to save changes